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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,904 | $126,519-35.3% | $106,201-22.9% | $145,959-43.9% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 13.72% | 225.10%-211.4pp | 116.26%-102.5pp | 561.95%-548.2pp |
| Employer contribution / active EE | $1,813 | $3,726-51.3% | $3,170-42.8% | $4,661-61.1% |
| Participant deferral / active EE | $2,266 | $5,716-60.4% | $5,012-54.8% | $6,689-66.1% |
| Admin fee / account holder | $2,228 | $17,312-87.1% | $11,039-79.8% | $13,398-83.4% |